Mar 30, 2024

Onto Innovation Q1 2024 Earnings Report

Announced first quarter 2024 financial results, driven by AI packaging demand and customer capacity expansions.

Key Takeaways

Onto Innovation reported revenue of $229 million, driven by customer capacity expansions for high-performance computing (HPC) and high bandwidth memory (HBM) supporting AI market growth. The company's GAAP diluted earnings per share was $0.94, and non-GAAP diluted earnings per share was $1.18. Cash from operations was $57 million, representing 25% of revenue.

Revenue reached $229 million, fueled by AI market growth and customer capacity expansions.

GAAP and Non-GAAP gross margin both at 52%.

Specialty and advanced packaging customers revenue set a new quarterly record at $161 million.

Dragonfly® G3 inspection system shipments for AI packaging increased over 30% compared to the previous quarter.

Total Revenue
$229M
Previous year: $199M
+14.9%
EPS
$1.18
Previous year: $0.92
+28.3%
Gross profit margin
52%
Previous year: 53%
-1.9%
Non-GAAP gross margin
52%
Previous year: 54%
-3.7%
Gross Profit
$118M
Previous year: $105M
+12.7%
Cash and Equivalents
$741M
Previous year: $584M
+27.0%
Free Cash Flow
$50.2M
Previous year: $42.2M
+18.8%
Total Assets
$1.95B
Previous year: $1.8B
+8.3%

Onto Innovation

Onto Innovation

Forward Guidance

For the second fiscal quarter ending June 29, 2024, the Company expects revenue to be in the range of $230 to $240 million and GAAP diluted earnings per share to be in the range of $0.88 to $1.00. Non-GAAP diluted earnings per share is expected to be in the range of $1.14 to $1.26.

Positive Outlook

  • Revenue is expected to be in the range of $230 to $240 million.
  • GAAP diluted earnings per share is expected to be in the range of $0.88 to $1.00.
  • Non-GAAP diluted earnings per share is expected to be in the range of $1.14 to $1.26.